That said, I'm not chasing prices after such a strong run. Valuations are definitely higher now, so I'd rather wait for pullbacks or volatility to add more. If earnings continue to surprise through stronger net interest income, wealth management fees, and healthy loan growth, I think the long-term trend remains intact.
For me, Singapore's big three banks are core long-term holdings, not short-term trades. They generate strong cash flow, pay attractive dividends, and have proven resilient across market cycles.
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- LeoIII.·07-20 18:02TOPI added on that 32 pullback too. NIM and wealth fees are the real test this earnings1Report